dmertz
Level 15

Retirement tax questions

A Roth conversion is a distribution from the traditional IRA and a rollover to a Roth IRA, with the taxable amount being the same as if the distribution was not rolled over but not subject to any early-distribution penalty.

 

Other than using overrides which prevent e-filing and void TurboTax's accuracy guarantee, there is no way to get TurboTax to not use the worksheet when it thinks it should.